Consider a career as a Financial Advisor with Eagle Strategies, New York Life's Wealth Management arm¹
Our new Wealth Advisory specialization practice model track provides the training, support, and credentials that best position you to offer clients holistic planning and comprehensive solutions.2 You bring your entrepreneurial spirit and determination—we'll help with the rest.3
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Benefit from the resources and guidance of a Fortune 100 Company3
Benefit from classroom and real-world learning and applications that provide an up-to-date understanding of industry best practices. Our New York Life Insurance Company University (NYLIC U) training program is among the best in the industry and offers opportunities for career-long learning.
We’ll support you in obtaining all necessary licensing qualifications. If you pursue our Wealth Advisory specialization practice model track, we’ll sponsor professional designations earned through The American College of Financial Services, including Financial Services Certified Professional® (FSCP®), Chartered Financial Consultant® (ChFC®), and Wealth Management Certified Professional® (WMCP®).2,3
Leverage tools to help you provide your clients with broader and deeper wealth management and planning solutions—tools such as investment data and research, custodian platform for account management, financial planning, and more.
When it comes to supporting the needs of your clients and your business, you’ll always have a team to turn to. New York Life has experts available to provide you with product, marketing, and practice management solutions.
Building a business in the modern era requires extensive online marketing and a compelling social media presence. We have all the digital sales and marketing resources you need to meet this moment.
Whether it’s training, extensive learning tools, or mentorship opportunities, we’re here to ensure your continued success through advanced and continued training.
Join a Fortune 100 company with a long history of doing good
We’re proud of our company and its standing in the industry
By Fortune Magazine3
By Training Magazine6
By Human Rights Campaign Foundation7
New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity.
1Eagle Strategies LLC is a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to: applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
2Wealth Advisory requires affiliation as a financial advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.
3Agents will be required to pay for costs associated with obtaining the Series 65/66 licenses and Eagle Strategies affiliation.
4We rank #72 in 2022 on the prestigious Fortune 500 list based on revenues of the prior year. Source: https://fortune.com/fortune500/
5New York Life Insurance Company (NYLIC) is a mutual insurance company, which means it is not publicly traded and has no shareholders. References to ownership refer to NYLIC's policyowners who purchase its participating products. These policyowners share certain membership rights, such as voting in board of directors elections and being eligible to share in annual dividends that are declared by the board. NYLIC is also the parent company of two other wholly owned life insurance subsidiaries. Policies issued by these subsidiaries are not participating and do not share in these rights.
6America’s Best Employers for Diversity rankings compiled by Forbes and Statista. For more information, please see https://www.forbes.com/best-employers-diversity.
7This is New York Life's ninth consecutive year on the list. Source: https://trainingmag.com/training-magazine-announces-2021-training-top-100-winners/
8We received a perfect score of 100% on the 2022 Corporate Equality Index, a national benchmarking survey and report on corporate policies and practices related to LGBT workplace equality. Source: 1/27/22 https://www.hrc.org/resources/corporate-equality-index?_ga=2.9690289.58175413.1553781783-2072705177.155378178